Oracle upgraded, Planet Fitness downgraded: Wall Street's top analyst calls

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The Fly

Thu, May 7, 2026 astatine 8:45 AM CDT 4 min read

The astir talked astir and marketplace moving probe calls astir Wall Street are present successful 1 place. Here are today's probe calls that investors request to know, arsenic compiled by The Fly.

Top 5 Upgrades:

Wells Fargo upgraded United Therapeutics (UTHR) to Overweight from Equal Weight with a terms people of $735, up from $575. The steadfast says Ralinepag DPI brings assurance successful United Therapeutics' competitory presumption successful pulmonary indications implicit the agelong term.
JPMorgan upgraded Freshpet (FRPT) to Overweight from Neutral with a terms people of $68, up from $66. The steadfast expects Freshpet's income and EBITDA maturation to outpace its staples peers, and does not deliberation the stock's existent valuation sufficiently reflects this.
Arete upgraded Oracle (ORCL) to Buy from Neutral with a $255 terms target. The steadfast says proviso constraints are adjuvant to the economics of graphics processing units.
Barclays upgraded SiTime (SITM) to Overweight from Equal Weight with a terms people of $850, up from $400, pursuing the Q1 report. The company's outlook suggests its 2026 gross volition turn implicit 80% arsenic contented increases astatine existing customers and caller opportunities successful inferencing thrust amended visibility and growth, the steadfast tells investors successful a probe note.
BTIG upgraded Fortinet (FTNT) to Buy from Neutral with a $125 terms people aft the institution reported "outstanding" Q1 results and gave an updated FY26 outlook that was "materially amended than expected."

Top 5 Downgrades:

Guggenheim downgraded Portillo's (PTLO) to Neutral from Buy without a terms target. The steadfast believes the company's hunt for a caller maturation plan that generates the instrumentality connected equity to enactment accelerated improvement volition instrumentality clip to play out. :the
William Blair downgraded Planet Fitness (PLNT) to Market Perform from Outperform. Both interior and outer factors led to a slower subordinate sign-up play during the "seasonally important" archetypal 4th and the institution decided to intermission its Black Card terms hike planned for this summer, pending a broader review, the steadfast tells investors.
DA Davidson downgraded Clear Secure (YOU) to Neutral from Buy with a terms people of $60, down from $65. The steadfast sees a much balanced risk/reward pursuing the Q1 report.
Jefferies downgraded QuidelOrtho (QDEL) to Hold from Buy with a terms people of $12.50, down from $35. The institution reported a "disappointing" Q1 and provided a 2026 outlook that relies connected a wide 2nd fractional of the twelvemonth inflection crossed China, Middle East, and respiratory, the steadfast tells investors successful a probe note.
KeyBanc downgraded Angi Inc. (ANGI) to Sector Weight from Overweight with nary terms people pursuing Q1 results. With the institution nary longer providing quarterly guidance, the steadfast sees visibility into the timing of a instrumentality to gross maturation arsenic "diminished" and notes that Angi "materially reduced" its 2026 profitability outlook.